Y-Intercept (HK)
BROS icon

Y-Intercept (HK)’s Dutch Bros BROS Stock Holding History

Y-Intercept (HK)’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.96M Buy
154,662
+86,836
+128% +$4.68M 0.13% 186
2026
Q2 		$4.87M Buy
+67,826
New +$3.89M 0.1% 285
2025
Q4 		– Sell
-108,170
Closed -$5.66M – 1563
2025
Q3 		$5.66M Buy
108,170
+95,713
+768% +$6.05M 0.14% 172
2025
Q2 		$852K Buy
12,457
+8,462
+212% +$552K 0.02% 1008
2025
Q1 		$247K Buy
+3,995
New +$263K 0.02% 967
2024
Q2 		– Sell
-45,129
Closed -$1.49M – 1420
2024
Q1 		$1.49M Buy
45,129
+16,994
+60% +$501K 0.11% 239
2023
Q4 		$891K Buy
+28,135
New +$766K 0.08% 355

Other funds holding BROS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return

Y-Intercept (HK)'s BROS Position: Q3 2026 in Review

Y-Intercept (HK) increased its Dutch Bros (BROS) stake by 128% in Q3 2026, buying an estimated $4.68M and bringing the position to 154,662 shares worth $5.96M. The position accounts for 0.13% of the portfolio, ranked #186.

Y-Intercept (HK) first reported a position in BROS in Q4 2023 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • Y-Intercept (HK) held 154,662 shares of Dutch Bros worth $5.96M as of Q3 2026.
  • Y-Intercept (HK) bought 86,836 Dutch Bros shares in Q3 2026, an estimated $4.68M.
  • Dutch Bros made up 0.13% of Y-Intercept (HK)'s portfolio in Q3 2026, its #186 holding.
  • Y-Intercept (HK) first reported a position in Dutch Bros in Q4 2023 and has held it in 7 quarters since.
  • 202 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.